Compare · 4 funds side by side · dividends reinvested

EMLP, VOO, CIBR and SPY

EMLPFirst Trust×VOOVanguard×CIBRFirst Trust×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,285EMLP · best of the four

02 / 04

EMLP, VOO, CIBR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.4

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: EMLP 2012 · VOO 2010 · CIBR 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.1B$20,285

EMLP

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

EMLPMeasureVOO

+17.2%Year to dateJan 1 → Nov 9+11.3%

+18.4%1 yearTotal return+13.6%

+20.7%3 years · per year$10,000 became $17,569 · $18,159+22.0%

+15.2%5 years · per year$10,000 became $20,285 · $17,543+11.9%

0.95%Expense ratio$95 · $3 a year on $10k · lower is better0.03%

2.82%Trailing 12-mo yield$282 · $107 a year on $10k1.07%

−7.9%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer13.7%

EMLPVOO Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2EMLP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs VOO: Top 5 Holdings

Today

EMLP

27.8%in top 5

VOO

in top 528.3%

EMLPStockVOO

9.0%EPDnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

7.2%ETnot top 5

not top 5MSFT5.8%

4.4%MPLXnot top 5

not top 5AMZN3.7%

3.5%PAGPnot top 5

3.5%KMInot top 5

not top 5GOOGL3.1%

Held in common2.3%

End-of-day Nov 9, 2026 · share of each fund

EMLP vs VOO Returns, Every Period

First TrustEMLP

+15.2%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

EMLPVOOFaded: behind in that period

3–1EMLP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Core: EMLP vs VOO

YTD

First TrustEMLP

+17.2%

VOOVanguard

+11.3%

+17.2%Year to date+11.3%

−7.9%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.7%

2.8%Yield1.1%

$4.1BAssets$1.00T

4–0EMLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, VOO, CIBR, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

CIBR0.58%$58

EMLP0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EMLP, VOO, CIBR, SPY

2.82%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.82%$282

VOO1.07%$107

SPY1.01%$101

CIBR0.42%$42

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$187most kept, EMLP

EMLP$282 − $95 = $187

VOO$107 − $3 = $104

SPY$101 − $9 = $92

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EMLP, VOO, CIBR, SPY

Today

92.7%most shared, VOO and SPY

EMLPVOOCIBRSPY

EMLP—2.3%0.0%2.5%

VOO2.3%—9.5%92.7%

CIBR0.0%9.5%—9.0%

SPY2.5%92.7%9.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.5%CIBR, at 31.3% volatility

EMLPWorst drop−7.9%11.3% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

CIBRWorst drop−20.6%31.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPCIBR

+17.2%Year to date+32.8%

2.8%Yield0.4%

+18.4%Past year+27.5%

0.95%Fee0.58%

3–1CIBR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026